On Holding AG (ONON) Earnings Transcripts thumbnail
On Holding AG (ONON) Earnings Transcripts
seekingalpha.com
And so that increase has happened in the areas where we also foresee the strongest growth and where basically our products see the strongest demand we have some cumulative effect out of the fact that we are in the phase of the normalization of our supply chain and we had factored in longer lead time
1 Users
0 Comments
5 Highlights
5 Notes

Top Highlights

  • And so that increase has happened in the areas where we also foresee the strongest growth and where basically our products see the strongest demand
  • we have some cumulative effect out of the fact that we are in the phase of the normalization of our supply chain and we had factored in longer lead times in the past.
  • So at the moment, there's more product in transit than in an optimal state. And so overtime, it's the goal to reduce this.
  • But it's very important. Our inventory is in-line with our with demand plans and what we see on the preorders,
  • we expect that a lot of that inventory continues to drive a high share of foot prices.

Ready to highlight and find good content?

Glasp is a social web highlighter that people can highlight and organize quotes and thoughts from the web, and access other like-minded people’s learning.